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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1451
Harbour Investments
Wisconsin
$314K +$15.2K +192 +6%
AWM
1452
Aries Wealth Management
Maine
$313K – – –
GWM
1453
Gitterman Wealth Management
New Jersey
$313K +$255K +3,219 New
SWA
1454
Strategies Wealth Advisors
Michigan
$313K -$5.55K -70 -2%
FA
1455
FDx Advisors
Illinois
$313K +$255K +3,211 New
OWM
1456
OneAscent Wealth Management
Alabama
$313K +$255K +3,212 New
LWL
1457
Leo Wealth LLC
Texas
$312K +$254K +3,205 New
SB
1458
Simmons Bank
Arkansas
$311K -$43.6K -550 -15%
FFA
1459
Fragasso Financial Advisors
Pennsylvania
$310K +$253K +3,186 New
AF
1460
Atala Financial
California
$309K – – –
WGC
1461
Watts Gwilliam & Co
Arizona
$309K +$194K +2,448 New
AC
1462
Apella Capital
Connecticut
$307K -$12.3K -155 -5%
ML
1463
Mayport LLC
Massachusetts
$307K +$872 +11 +0.4%
ZIG
1464
Zullo Investment Group
Pennsylvania
$306K -$5K -63 -2%
TC
1465
TAGStone Capital
North Carolina
$305K +$238K +3,000 New
ML
1466
McAdam LLC
Pennsylvania
$304K +$248K +3,123 New
KCPG
1467
Kavar Capital Partners Group
Kansas
$303K – – –
MAWA
1468
Moss Adams Wealth Advisors
Washington
$301K -$181K -2,279 -42%
WP
1469
Westmount Partners
California
$301K – – –
PFM
1470
Patton Fund Management
Texas
$300K +$245K +3,083 New
SCM
1471
Schnieders Capital Management
California
$298K – – –
PCM
1472
Parsons Capital Management
Rhode Island
$296K -$39.7K -500 -14%
CTA
1473
Chesley Taft & Associates
Illinois
$296K – – –
TWP
1474
Triad Wealth Partners
Kansas
$296K -$92.2K -1,162 -28%
CWP
1475
Cyndeo Wealth Partners
Florida
$295K +$241K +3,034 New
57 58
59
60 61